Game Plan Financial Advisors’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $9.54K | Hold |
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|
2025
Q2 | $7.76K | Sell |
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|
2025
Q1 | $13.2K | Hold |
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|
2024
Q4 | $14.5K | Hold |
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|
2024
Q3 | $15.6K | Hold |
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|
2024
Q2 | $13.3K | Hold |
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|
2024
Q1 | $14.7K | Hold |
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|
2023
Q4 | $11.8K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $364K | Sell |
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|
2022
Q1 | $467K | Hold |
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|
2021
Q4 | $433K | Buy |
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|
2021
Q3 | $381K | Buy |
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|
2021
Q2 | $323K | Sell |
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|
2021
Q1 | $347K | Hold |
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|
2020
Q4 | $271K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $220K | Hold |
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|
2020
Q1 | $202K | Sell |
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|
2019
Q4 | $316K | Buy |
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